Alteryx Server Knowledge Base

Definitive answers from Server experts.
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SAML Authentication fails to load Gallery with error: Page not Found when switching from Built-in to SAML
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How to filter and save Windows System events related to System and Application
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How to setup districts in the Gallery.
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Capture network trace when Wireshark or fiddler is not allowed
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When doing a migration, a copy of the RuntimeSettings.xml from the source Alteryx Server is needed. When viewing the RuntimeSettings.xml, contents are missing between the tags in each element.
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Getting an error when running chained apps from the Server. Custom settings in alteryx.config file are removed upon upgrade.
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Then user role in the Gallery is showing up as "Default" rather than the AD Group role that is specifically assigned to it.
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Properly reading Alteryx Server logs will significantly help in the resolution of Alteryx Server issues. This article will help you understand and focus your search within the logs.
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After setting up SAML in Azure, and the client attempts to login to gallery, receive Access Denied - Key issue within AAS.logs
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Configure the Gallery SMTP server using a Gmail account
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How to guide to configure the setup and configuration of SAML through Azure AD on Alteryx Server.
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Error: "This workflow requires a higher version of Alteryx" when saving a workflow to the Gallery. Is it possible to publish workflows from a newer version of Designer to an older version of Server?
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The Analytics Gallery What is an Analytic Application? Pre-packaged data and analytic integration published to the Alteryx Analytics Gallery by Data Artisans to answer specific strategic analytics questions.   What is the Analytics Gallery? The Analytics Gallery is a publicly hosted web service where applications can be published, securely shared, and run in the cloud.   What is a Viewer? A Viewer is a free user of the Analytics Gallery. A Viewer can run all applications published in the Public Gallery.   What is a Member? A Member is a user who can run applications that are shared privately through Collections. A Membership is granted by a Data Artisan. A Member also shares the privileges of a Viewer to run all applications published in the Public Gallery.   What is a Data Artisan? A Data Artisan is a user who creates analytic applications using the Alteryx Designer Desktop and then shares them publicly and/or privately in the Analytics Gallery. A Data Artisan also shares the privileges of a Member.   What is required to run applications in the Public Gallery? Anyone can sign up and become a Viewer, with the ability to run all applications in the Public Gallery, for free. As soon as you confirm your email, you will have access to the Public Gallery.   What is required to run an application in a private Collection? You must be a Member to run applications shared in private Collections. Memberships are granted by Data Artisans, who create and share applications.   What is required to build applications? Applications are built with Alteryx Designer Desktop. Download the Designer Desktop Free Trial.   What is required to publish applications in the Analytics Gallery?  Applications are published from the Alteryx Designer Desktop into a private Studio. •A Studio is automatically created for license holders of the Designer Desktop.
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Guide to Gallery Data Connections - FAQ   Creating a Gallery Data Connection will allow ease of access for Alteryx users to connect to databases. The feature also allows the Alteryx Gallery and Database Administrators more governance over what connections are being made as well as who are making the connections.   What are the advantages of using a Gallery Data Connection?   Centralized area for Administrators to create and share database connections Avoids the need for IT to create database connections on each users machine individually Easy permissions management - access to the connections can be enabled or disabled instantly Users no longer need to know the connection information to connect to their data   What actually happens when you create the connection on the Gallery?   When you create a Gallery Data Connection, a record is created in MongoDB under the AlteryxGallery > dataConnections collection. { "_id" : ObjectId("5a5882573b910b5758cdd7e2"), "ConnectionString" : "4D35F08105015D7A81E5E274760D1C3529146D9516CACD028F1A353994C7DFB2ABAC8A99B1F284CCB7935B96F0FBD2EC9A9239B3305D4DE60D1C749C4E7BC65A597ED943742FB057EDD0F1882FFF98D6ED7888312215761DB1FA02B0EF425F9F98E645E73FB98481AC130D05F1A0CC0DBD42D4AC1F38E8DF8CA5759A6A4823F86C6FC212BD93263F83B90515DF6926B934FA086466A70992DF984C297A47C1DFFD749A642A6267B9FFC87B766127CE6C3D945FC64A8A25A2414DB2450AD6CAAD8D9202BFEBAF22C91B1371E1BA4C9CEB6E454B46B3BF4417D5280E53BCB5BE6AA734B", "PasswordSecured" : "", "ConnectionName" : "SQL_on_Gallery", "Subscriptions" : [], "Users" : [ "5a56197d3z920b5758cdd5f6", "503bac102031af71f8f8e479" ] } Once the connection is shared, it is also attached to that person's entry in AlteryxGallery > users collection. { "_id" : ObjectId("503bac145031af11f8f8e479"), "Curator" : true, "Anonymous" : false, "LicenseCurator" : false, "Sponsor" : "", "Email" : "aketchum@kantoleague.com", "FirstName" : "Ash", "LastName" : "Ketchum", ], ... ... ... "DataConnections" : [ "5baa469016ba3e2984be805e", "5bb2022216ba3e5ff4b02b38", "5baa5d0516ba3e2984be83ba", "5c1b721c16ba3e26d43ec3a8", "5bb2036b16ba3e5ff4b02be0", "5a5882573b910b5758cdd7e2", "5cfa1b39dd4214299419c703", "5b924bc516ba3e2178e41deb", "5d3f140edd421409506209a2", "5d3f1498dd421409506209a9" ], "CanSchedule" : true, "CanSetPriority" : false, "CanSetWorkerTag" : true, "RecaptchaResponse" : null }   What happens when the connection is used in Designer?   The user is authenticated. With Windows Authentication, the user who is logged into the machine/running Designer is authenticated automatically - it is not possible to change this. This means that this user must be a domain account that can authenticate to that server, and only that user's connections will be synced.  As soon as a user links their Gallery to Designer, a sync takes place that grabs all the connections they have access to and creates a file called GalleryAlias.xml in the user's* profile: C:\Users\USERNAME\AppData\Roaming\Alteryx\Engine *99% of the time this will be the user logged into the machine, but there is also the possibility that the user is right-clicking and running Designer as a different user. This file will be updated/synced when you: Open Designer. Open the Manage Data Connection window from Options > Advanced Settings > Manage Data Connections. Click Sync All in the Manage Data Connections Window:     What happens when you execute a workflow on the gallery that uses a Gallery Data Connection?     The Gallery 'translates' the connection from an XML file. One of the following will be used: GalleryAlias.xml __TemporaryAlias.xml The Gallery performs a permissions check. The permissions check ONLY applies to the user who uploaded the workflow. If the connection has not been shared with the uploader, it will error: Unable to translate alias SQL_on_Gallery The workflow is executed and the connection to the database is attempted. Any further errors will be around the connection string/driver itself, i.e. Error SQLDriverConnect: [Microsoft][ODBC Driver Manager] Data source name not found and no default driver specified.     What does 'translate the alias' mean?   This refers to the unpackaging and reading of the XML file to take the alias name (SQL_on_gallery) to the actual connection string. This must first happen before the connection to the database will even be attempted. If this fails for any reason, you get the following error:   Unable to translate alias X       What is the __TemporaryAlias.xml file, and when is it used?   When you publish a workflow to the Gallery that contains one of these connections, a file called __TemporaryAlias.xml is packaged with the workflow. You can see this file when you click Manage workflow assets during publication: By default, this asset is checked - it should be checked so that the workflow can use this XML to translate the alias. Once the workflow runs, it is pulled down and unpackaged into the Staging folder.   Which of the two XML files are used?   The Designer first will try to use the __TemporaryAlias.xml file. This is the preferred way, because as mentioned this XML file is packaged with the workflow,, meaning it can successful translate on whatever machine (worker) it runs on: If you don't package the __TemporaryAlias file, it will then try to use the GalleryAlias.xml file. As mentioned, since this is in the User's profile, you would need the Run As user to have this file synced and available in their profile. This method is not preferred. Another issue with this method is that the file will need to be synced on all worker machines.   What are the most important things to know to make sure my workflow will run successfully on the Gallery?    Always package the connection when publishing to the Gallery. From a permissions perspective, once the workflow is on the Gallery, it doesn't matter who runs the workflow for the translation to happen. Only the uploader of the workflow needs to have the connection shared with them.      
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Gallery API documentation incomplete when using Internet Explorer   When viewing the Gallery API documentation in Internet Explorer, the page does not load completely. However, using a different browser like Chrome and Firefox works. Or using Internet Explorer to connect to the documentation at https://gallery.alteryx.com/api-docs     Environment   Product - Alteryx Server Version 2019+ Product - Internet Explorer Version 8+   Cause   The issue is caused by the Compatibility View settings for Internet Explorer when enabled for intranet sites. The Compatibility view forces Internet Explorer to view web pages which were designed for previous versions of IE.   Solution   In Internet Explorer click the Gear Icon in the top right corner of the browser and select Compatibility View settings. In the settings pop-up, uncheck Display intranet sites in Compatibility view. Click the Close button. Refresh the API Documentation page.   Additional Resources   https://docs.microsoft.com/en-us/windows/win32/win7appqual/what-is-compatibility-view-
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The Alteryx Analytic Gallery   What is an Analytic Application? Pre-packaged data and analytic integration published to the Alteryx Analytics Gallery by Data Artisans to answer specific strategic analytics questions.   What is the Analytics Gallery? The Analytics Gallery is a publicly hosted web service where applications can be published, securely shared, and run in the cloud.   What is a Viewer? A Viewer is a free user of the Analytics Gallery. A Viewer can run all applications published in the Public Gallery.   What is a Member? A Member is a user who can run applications that are shared privately through Collections. A Membership is granted by a Data Artisan. A Member also shares the privileges of a Viewer to run all applications published in the Public Gallery.   What is a Data Artisan? A Data Artisan is a user who creates analytic applications using the Alteryx Designer Desktop and then shares them publicly and/or privately in the Analytics Gallery. A Data Artisan also shares the privileges of a Member.   What is required to run applications in the Public Gallery? Anyone can sign up and become a Viewer, with the ability to run all applications in the Public Gallery, for free. As soon as you confirm your email, you will have access to the Public Gallery.   What is required to run an application in a private Collection? You must be a Member to run applications shared in private Collections. Memberships are granted by Data Artisans, who create and share applications.   What is required to build applications? Applications are built with Alteryx Designer Desktop. Download the Designer Desktop Free Trial.   What is required to publish applications in the Analytics Gallery?  Applications are published from the Alteryx Designer Desktop into a private Studio.   A Studio is automatically created for license holders of the Designer Desktop.   Trial users of the Designer Desktop can set up a Studio with a 30-Day Studio Free Trial    A user with the Designer Desktop and a private Studio is known as a Data Artisan.   How do I run an application?   Click on the title of an application to view application details and click the Run button; or simply click the icon. Configure the application to suit your needs. Depending upon the application, you might be prompted to enter an address for geocoding, to input a customer file for demographic analysis, or to select data from a range of choices that apply to your business. Click the Run button at the bottom of the application.   What are the results of running an application? Applications can be authored to create a variety of different reports and data outputs. When the application processing finishes, the results will appear in the same window as the questions you answered before running the application.   Reports can be previewed after an application has completed by clicking on the Preview link.   Additionally, results for applications that have been run can be found in the application detail view and the "App Results" tab on the left of the screen.   What kinds of reports can an application create? Depending upon how the application was built, it may produce Word, Excel, HTML, and/ or PDF files, containing a variety of text, tables, charts, and maps.   What kinds of tabular and spatial data output can an application create? Depending upon how the application was built, it may produce CSV, MDB/ ACCDB, DBF, FlatFile, MID/ MIF, SHP, TAB, YXDB, and/or KML files.   I ran an application but I closed the window before it finished running. How can I view the results?  Application results are stored with your account and can be accessed at any time. As long as you are signed in, the results of any applications that have finished running can be found in two places:   Under the application details page for an application. Under "App Results" (visible on the left side of the screen when you are signed in).     How can I view more details about an application? Click on the name of an application to view details, such as the upload date, description, author, studio, copyright, and number of times run. The application details page also includes buttons enabling you to Run, Share, and (if enabled) Download the application.   What browsers are supported by the Analytics Gallery? We always test and support the latest versions of the most popular web browsers.  For more detail about specific browser versions see ‘System Requirements’ of the Technical Specifications page.      How can I find the applications I need?  Each section of the Analytics Gallery features a context-sensitive Search field you can use to find applications.   Searching in the Public Gallery returns applications in the Public Gallery. Searching in the Studio tab returns applications in your Studio. Searching in a Collection returns applications in the Collection. Additionally, a Collection created by you will offer a second search window, which allows you to find applications in your Studio and add them to your Collection   Publishing and Sharing Applications   What is a Studio? A Studio contains all of the applications published by the Data Artisans within an organization.   Who has access to the applications published in a Studio? All of the Data Artisans within an organization, and only those Data Artisans, can view and run any applications in their Studio.   How can I rename my Studio?   Click on your User Name to go to your Settings. Select the Studio Tab. Enter a new name in the Studio Name field. Click the save button.   How can an application be shared?   When an application is published in a Studio, all Data Artisans belonging to that Studio can access it. An application in a Studio can also be shared to the Public Gallery, where anyone can access it. An application in a Studio can also be shared in a Collection. Any users added to the Collection can access it.   As a Data Artisan, how can I share an application privately with someone?   Publish an application from the Designer Desktop to your private Studio. Add the application to a Collection. Add the User to the Collection. In order to run the application, the user must be a Member.   As a Data Artisan, how do I grant a Membership to someone?   Click on your User Name to go to your Settings. Select the Studio Tab. In the Members section, enter an Email address or User Name. As a Data Artisan, how can I tell how many Memberships I have to distribute?   Click on your User Name to go to your Settings. Select the Studio Tab. Find "Memberships available to distribute" in the Members section.   How can I purchase additional Memberships? Please contact Sales@Alteryx.com.   What applications can be added to a Collection? Only applications published in the Data Artisan's Studio may be added to a Collection. Applications in the Data Artisan's Studio may also (at their discretion) be shared in the Public Gallery. However, applications in the Public Gallery that were published from other Studios cannot be added to a Collection.   Can an application be added to more than one Collection? Yes.   As a Data Artisan, do I also need a Membership? No, Data Artisans are also Members.   I am a Data Artisan or Member. I want to run an application shared with me from a different organization. Do I need a Membership from that organization? No. A single Analytics Gallery Membership entitles you to run private applications shared from any Collection.   As a Data Artisan, how can I add another Data Artisan to my Studio? Please contact support@alteryx.com for assistance.   My organization has more than one Data Artisan. Who controls the distribution of Memberships? At present, all Data Artisans have equal access to Membership distribution under Studio Settings.   What types of users can be added to a Collection? Data Artisans, Members, and Viewers can all be added to a Collection. You can even enter the email address of someone who has not yet visited the Analytics Gallery.   Can a Viewer who is added to a Collection run the applications in the Collection? Only those applications in the Collection that have also been shared in the Public Gallery by the Data Artisan can be run by the Viewer.   What types of users can run private applications in a Collection? If an application in a Collection has not been shared in the Public Gallery, Viewers (who have been invited to join the Collection) can view the application, but cannot run it. Only Data Artisans and Members can run the application.   How can I find users to add to a Collection?  Select the Collection and use the Search Users field on the right. Any registered users of the Analytics Gallery that match your search terms will be returned.   Additionally, you can add someone who has not registered with the Alteryx Analytics Gallery by entering a valid email address. An invitation will be sent.   Is there a limit to the number of applications or users I can add to a Collection? No.   When I add a new application to a Collection, are the users in that Collection notified? Yes.   Can I allow users within my Collection to share it with others? Each Collection includes a checkbox on the upper right that states "Other users may share this collection." When this box is checked, anyone in the Collection will have the ability to add other users to the Collection.   The Data Artisan who created the Collection will see the names of any additional users who are added to the Collection, and can remove them.   I published an application and shared it in a Collection (or in the Public Gallery). Since then, I have made changes to the application in the Designer Desktop. Can I update it? First, select the original version and delete it. Next, re-publish the application and add it to your Collection (or to the Public Gallery)   How can I share an application in the Public Gallery?  Click on the name of an application to view the application details page. Click the Sharing button and choose "Place in Public Gallery."   How can I remove an application from the Public Gallery?  Click on the name of an application to view the application details page. Click the Sharing button and choose "Remove from Public Gallery."   How can I share an application through email or social media?  (Public Gallery applications only) Click on the name of an application to view the application details page. Click the Sharing button to share via email, Twitter, Facebook, and Google+.   Publishing Restrictions What is "private data?" A license of the Alteryx Designer Desktop may include a variety of private data sets, including demographic data, psychographic data, business list and consumer list.   Can I publish applications using private data? Yes, applications using private data can be published in your private Studio and can be shared in Collections. They cannot be shared in the Public Gallery.   What data is allowed in the Public Gallery? Please see Alteryx Analytics Gallery Data Inventory   What capabilities in the Designer Desktop cannot be used in the Analytics Gallery?  The following tools are prohibited in applications published in the Analytics Gallery.   Run Command tool Run Command event R tool (Macros included in the Designer Desktop that use the R tool are permitted.) Email tool Send Email event Download tool   I built an application that uses a prohibited tool in a safe manner. How can I apply for an exemption?   Email curator@alteryx.com and explain how and why each prohibited tool is used, along with the general purpose of the application. Publish the application in your Private Studio and check the box "Others may download this application." Add the application to a Collection and share it with curator@alteryx.com.   Your application will be reviewed and an exemption may be made to allow it to be run.   What tool configurations or question types cannot be used in the Analytics Gallery?   Input and output files referenced by Tools must be in the same directory as the application. The application Question type "Folder Browse" cannot be used in applications published to the web. In the application Question type "File Browse," the "Save As Dialog" configuration cannot be checked. Application results (under analytic application properties) cannot include Browse tools.   Are there limits to the file size of applications and/or data published in the Analytics Gallery? Yes, applications and data are limited to 100MB.   What are my options if I want to publish an application and data that exceed 100MB? Please use the Cloud Connector tools within the Designer Desktop to host your data on the cloud.   Are chained applications supported in the Analytics Gallery? At present, chained applications are not supported.   General Assistance I forgot my password. How can I reset it? Click Sign In and click the Forgot Password link. Enter the email address associated with your account and a new password will be emailed to you.   Can I download an application? Yes, many applications can be downloaded. View application details and click the Download button. Use the Alteryx Designer Desktop to open the *.YXZP files that are downloaded. Go to Designer Desktop Free Trial to get started if you're not already an Alteryx customer.   I need help with my account. Who should I contact? Please log a case at www.alteryx.com/community.   I want to change the email address associated with my account. Who should I contact?   First, go to gallery.alteryx.com and sign in with your current email. Confirm that you have accepted the licensing terms and conditons. Then log a case with www.alteryx.com/community and we will help you reassign your account.   I found a bug on the Analytics Gallery or in an application. Who should I contact? Please log a case at www.alteryx.com/community.   How can I purchase additional Memberships, Data Artisan accounts, or extend my subscription? Please contact Sales@alteryx.com.   How can I recommend a feature for the Analytics Gallery? Please send your feedback to GalleryFeedback@alteryx.com.   Where can I connect with other Alteryx users to ask questions and learn about best practices? www.alteryx.com/community   Who is the better captain, Kirk or Picard? Malcolm Reynolds
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Have you ever built an Alteryx App only to realize that some part of the process must remain in Excel? Instead of abandoning your Alteryx App all together, you may be able to use the Alteryx API and call your app from Excel. We’ve put together all the necessary VBA code so that it should be quick and easy for you to call an Alteryx App from Excel and get the results back. The Alteryx app for our sample, API Tester.yxzp, has been included in case you want to upload it to your private gallery and test out the Excel to Alteryx API using your Alteryx server. SAMPLE EXCEL FILE - Input We are going to be working with the attached “Reverse String.xlsm” to demonstrate the API. Suppose you wanted to reverse a string in excel (“Hello World” should be converted to “dlroW olleH”). You can’t quite get it in Excel, but you could quickly use the ReverseString function in Alteryx. Now the only trick is getting your data from Excel to Alteryx and back to Excel. We’ll have the user enter the string on cell E5 and then hit the Run Alteryx Button. Cell E6 will then be the results we get back from Alteryx     HOW TO SETUP THE VBA When working with the Alteryx API, you need to setup some settings/configurations in your excel file before you can deploy it. If you open up the VBA editor (Alt + F11), there is Sub called Doer where we will have to enter a few key settings that apply to your Alteryx App. This is a one time setup for each different application that you setup.   strKey – this is your unique Alteryx Key. It is unique to all the apps in your private studio. It can be found here for the Alteryx public gallery strSecret – this is your unique Alteryx Secret. It is unique to all the apps in your private studio. It can be found here for the Alteryx public gallery   strAppID – this is your app’s unique ID. When you look at your app in a browser, the appID is the unique ID at the end of the URL. For our sample, our AppID “589b70eceffc2a0bb0a2d530” can be found at the end of the App’s URL   AlteryxURL – this is the base URL where the app resides. For the public gallery, it is : https://gallery.alteryx.com. You would switch this your URL if you were going to use your private gallery. A private gallery would be of the format resembling: https://server.domain.com/gallery. Data – Any data that needs to be passed from Excel to Alteryx can be saved as string variables in the VBA. For our simple app, we’re only passing one item, the string that we want reversed. In order to pass more complex data, we’ve found it easier to save the data to a .csv and then have the Alteryx App read the .csv as part of the app. strQuery – This is the entire set of information that is being sent from Excel to the API for processing. It’s in JSON format. For each item, you need a name and value. The name corresponds to the interface tool’s name in your Alteryx App. The value corresponds to the value that want to set. From our Alteryx App, you can see that we’ve given our textbox tool the name “input_string”. For the value, we’ll be passing whatever string the user enters into excel.   To see all the questions for a given app, the API documentation is immensely helpful. After you enter your key and secret, you would go to the second GET, type in the appID, and then try it out to get a list of the name value pairs that we must send from Excel to Alteryx. Note that you only send the name and value fields from the response body.     Save – This variable is a Yes or No answer for whether or not you want to save the data coming back from Alteryx. In this case we would say Yes. For more complex apps, we may have our Alteryx workflow save the data to a network folder that our excel VBA would go grab once Alteryx is done. That post run coding would be added under the Part_Deux sub in the VBA editor. There we would have Save=”No” Output_Name – this is the column name of the output data that we want to retrieve from Alteryx. In our sample, the column Name is “Output_String”. This only applies if Save=”Yes” SaveLocation – this is the cell range where the output should be written. This process currently only supports writing one cell of data back to excel. Anything more complicated should be handled through custom VBA in the Part_Deux sub. This only applies if Save=”Yes”   NOTES ABOUT WHAT IS GOING ON BEHIND THE SCENES   While I won’t go through everything that is going on in the background, here are some key points: Ensure that you have references to Microsoft XML, 6.0 if any errors pop up. The VBA takes all the settings and adds the time and a random string before posting a request to the Alteryx Server to run the job in the RunAlteryx sub. It has to combine all these items, URL encode certain parts, create a base64 hash, and send this to the Alteryx server in just the right order. It then makes a Get request to check the status. If the status is complete, then the VBA moves on to get the results; otherwise, the VBA creates another request to check the status in 1 second. Note that Excel will be operational during this time since it’s not during any work. This loop will continue until the status is either completed or error. Note that it will update the status on the bottom left of your screen to indicate that Excel is waiting on Alteryx to run the job. Once the Alteryx app returns a completed status, the VBA will then make another get request for the output that you’ve requested (only if save=”Yes”). If Save=”Yes”, the VBA then saves the output to the specified cell. If you want to write any of your own code that should execute when the code is done, place it in the part_Deux sub. For example, perhaps you have a private server setup where the Server will write an output file to a network folder that excel can read in from. The code in part_Deux might look something like the below:   Dim ActBook As Workbook Dim FromAlteryx As String FromAlteryx = "\\server\" + Environ$("username") + "_out.csv" Set ActBook = ThisWorkbook ActBook.Activate Worksheets("Data").Select Cells.Select Selection.ClearContents On Error GoTo 0 Workbooks.Open FromAlteryx Cells.Select Selection.Copy ActBook.Activate Worksheets("Data").Select Selection.PasteSpecial Paste:=xlPasteValues, Operation:=xlNone, SkipBlanks _ :=False, Transpose:=False Workbooks(Environ$("username") + "_out.csv").Close   SAMPLE EXCEL FILE - Output   Assuming we have everything setup correctly, our app should return the reverse of the string that is input:  
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In developing workflows our users need to push workflows to server or scheduler that contain database connections.  This is a common source of errors if not configured properly.
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Alteryx Server provides a fully scalable architecture that allows an organization to scale Alteryx to automate data analytics, tackle bigger projects, process larger datasets and put self-service data analytics into the hands of more decision makers. From scaling Worker nodes to Gallery nodes to the MongoDB persistence layer, Alteryx Server allows organizations to efficiently manage their automated and self-service data analytics needs.
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If you are running into problems scheduling a workflow over VPN even though you can schedule without VPN – look no further!
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